Protected funds
Choosing a protected fund is an option for investors who are more comfortable with lower levels of risk. These actively managed funds offer you the potential to earn real investment returns while limiting your exposure to risk. We have a number of protected funds to suit your specific needs. You can invest in one or a combination of these funds to more closely match your personal risk profile.
Protected 70
The aim of the Protected 70 Fund is to offer you the potential to earn real investment returns while limiting your exposure to risk. The fund is an actively managed fund which invests up to 90% in the equity based Dynamic Fund and the balance in a cash fund.
- Actively managed fund with investments in a combination of the Dynamic Fund and a cash fund.
- Protected Price: equal to 70% of its highest ever unit price
Protected 80
The aim of the Protected 80 Fund is to offer you the potential to earn real investment returns while limiting your exposure to risk. The fund is an actively managed fund which invests up to 70% in the equity based Dynamic Fund and the balance in a cash fund.
- Actively managed fund with investments in a combination of the Dynamic Fund and a cash fund.
- Protected Price: equal to 80% of its highest ever unit price.